Tutorial: Integrate ExpenseIn with Azure Active Directory

In this tutorial, you'll learn how to integrate ExpenseIn with Azure Active Directory (Azure AD). When you integrate ExpenseIn with Azure AD, you can:

  • Control in Azure AD who has access to ExpenseIn.
  • Enable your users to be automatically signed-in to ExpenseIn with their Azure AD accounts.
  • Manage your accounts in one central location - the Azure portal.

To learn more about SaaS app integration with Azure AD, see What is application access and single sign-on with Azure Active Directory.

Prerequisites

To get started, you need the following items:

  • An Azure AD subscription. If you don't have a subscription, you can get a free account.
  • ExpenseIn single sign-on (SSO) enabled subscription.

Scenario description

In this tutorial, you configure and test Azure AD SSO in a test environment. ExpenseIn supports SP and IDP initiated SSO.

To configure the integration of ExpenseIn into Azure AD, you need to add ExpenseIn from the gallery to your list of managed SaaS apps.

  1. Sign in to the Azure portal using either a work or school account, or a personal Microsoft account.
  2. On the left navigation pane, select the Azure Active Directory service.
  3. Navigate to Enterprise Applications and then select All Applications.
  4. To add new application, select New application.
  5. In the Add from the gallery section, type ExpenseIn in the search box.
  6. Select ExpenseIn from results panel and then add the app. Wait a few seconds while the app is added to your tenant.

Configure and test Azure AD single sign-on

Configure and test Azure AD SSO with ExpenseIn using a test user called B.Simon. For SSO to work, you need to establish a link relationship between an Azure AD user and the related user in ExpenseIn.

To configure and test Azure AD SSO with ExpenseIn, complete the following building blocks:

  1. Configure Azure AD SSO to enable your users to use this feature.
  2. Configure ExpenseIn to configure the SSO settings on application side.
  3. Create an Azure AD test user to test Azure AD single sign-on with B.Simon.
  4. Assign the Azure AD test user to enable B.Simon to use Azure AD single sign-on.
  5. Create ExpenseIn test user to have a counterpart of B.Simon in ExpenseIn that is linked to the Azure AD representation of user.
  6. Test SSO to verify whether the configuration works.

Configure Azure AD SSO

Follow these steps to enable Azure AD SSO in the Azure portal.

  1. In the Azure portal, on the ExpenseIn application integration page, find the Manage section and select Single sign-on.

  2. On the Select a Single sign-on method page, select SAML.

  3. On the Set up Single Sign-On with SAML page, click the edit/pen icon for Basic SAML Configuration to edit the settings.

    Edit Basic SAML Configuration

  4. On the Basic SAML Configuration section, if you wish to configure the application in IDP initiated mode, perform the following step:

    In the Reply URL text box, type any one of the URL:

    https://app.expensein.com/samlcallback
    https://mobileapi.expensein.com/identity/samlcallback
  5. Click Set additional URLs and perform the following step if you wish to configure the application in SP initiated mode:

    In the Sign-on URL text box, type a URL: https://app.expensein.com/saml

  6. On the Set up Single Sign-On with SAML page, in the SAML Signing Certificate section, click copy button to copy App Federation Metadata Url and click Download to download the Certificate (Base64) and save it on your computer.

    The Certificate download link

  7. On the Set up ExpenseIn section, copy the appropriate URL(s) based on your requirement.

    Copy configuration URLs

Configure ExpenseIn

  1. To automate the configuration within ExpenseIn, you need to install My Apps Secure Sign-in browser extension by clicking Install the extension.

    My apps extension

  2. After adding extension to the browser, click on Setup ExpenseIn will direct you to the ExpenseIn application. From there, provide the admin credentials to sign into ExpenseIn. The browser extension will automatically configure the application for you and automate steps 3-5.

    Setup configuration

  3. If you want to setup ExpenseIn manually, open a new web browser window and sign into your ExpenseIn company site as an administrator and perform the following steps:

  4. Click on Admin on the top of the page then navigate to Single Sign-On and click Add provider.

    ExpenseIn configuration

  5. On the New Identity Provider pop-up, Perform the following steps:

    ExpenseIn configuration

    a. In the Provider Name text box, type the name like ex:Azure.

    b. Select Yes as Allow Provider Intitated Sign-On.

    c. In the Target Url text box, paste the value of Login URL, which you have copied from Azure portal.

    d. In the Issuer text box, paste the value of Azure AD Identifier, which you have copied from Azure portal.

    e. Open the Certificate (Base64) in Notepad, copy its content and paste it in the Certificate text box.

    f. Click Create.

Create an Azure AD test user

In this section, you'll create a test user in the Azure portal called B.Simon.

  1. From the left pane in the Azure portal, select Azure Active Directory, select Users, and then select All users.
  2. Select New user at the top of the screen.
  3. In the User properties, follow these steps:
    1. In the Name field, enter B.Simon.
    2. In the User name field, enter the username@companydomain.extension. For example, B.Simon@contoso.com.
    3. Select the Show password check box, and then write down the value that's displayed in the Password box.
    4. Click Create.

Assign the Azure AD test user

In this section, you'll enable B.Simon to use Azure single sign-on by granting access to ExpenseIn.

  1. In the Azure portal, select Enterprise Applications, and then select All applications.

  2. In the applications list, select ExpenseIn.

  3. In the app's overview page, find the Manage section and select Users and groups.

    The "Users and groups" link

  4. Select Add user, then select Users and groups in the Add Assignment dialog.

    The Add User link

  5. In the Users and groups dialog, select B.Simon from the Users list, then click the Select button at the bottom of the screen.

  6. If you're expecting any role value in the SAML assertion, in the Select Role dialog, select the appropriate role for the user from the list and then click the Select button at the bottom of the screen.

  7. In the Add Assignment dialog, click the Assign button.

Create ExpenseIn test user

To enable Azure AD users to sign in to ExpenseIn, they must be provisioned into ExpenseIn. In ExpenseIn, provisioning is a manual task.

To provision a user account, perform the following steps:

  1. Sign in to ExpenseIn as an Administrator.

  2. Click on Admin on the top of the page then navigate to Users and click New User.

    ExpenseIn configuration

  3. On the Details pop-up, perform the following steps:

    ExpenseIn configuration

    a. In First Name text box, enter the first name of user like B.

    b. In Last Name text box, enter the last name of user like Simon.

    c. In Email text box, enter the email of user like B.Simon@contoso.com.

    d. Click Create.

Test SSO

When you select the ExpenseIn tile in the Access Panel, you should be automatically signed in to the ExpenseIn for which you set up SSO. For more information about the Access Panel, see Introduction to the Access Panel.

Additional resources